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Another review of this last week, just in case you had your head in the sand! Rivian Motor Company partnered with a SPAC, foreign travel restrictions were lifted, and General Electric is splitting up. What do you think was the most important thing that happened this week concerning your dollar?
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
Electric vehicles are a HOT topic right now. Current major manufacturers are dipping their toes into the EV market, along with new auto companies emerging. It seems that these companies have no issue producing these electric cars, but the issue lies within charging for the consumer – specifically charging away from home. Will the free market step up, or will it require government involvement?
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
Successful investors have always looked ahead into the future, figuring out what the next "big thing" will be. What about you? We talk about the newest things when it comes to technology, electric vehicles, and cryptocurrency. Jeremiah and Brian explain what Crypto is and how the blockchain works. Is there a way to fix our broken Social Security system?
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
Your weekly recap of this week! Central Banks around the world hint at raising interest rates, Black Rifle Company going public, low jobless claims numbers, and more.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
You find yourself becoming the executor of an estate. In the middle of all of the grief and sadness, you have to figure out what you're going to do with this huge asset that's now in your name. It's no easy task, but Nic is here to give you some tips to help navigate this new responsibility!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
When the economy seems to not be in your favor and world events cause you to feel uneasy, it's natural for you to be defensive with your money. But within every set back there's opportunity! Brian and Jeremiah broadcast from an undisclosed location, keeping the topic simple – investing! Growth stocks, value and dividend-paying stocks, cryptocurrencies, and sticking to the basic fundamentals.
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
Facebook is no longer! Don't worry, the social media platform that you know and love will still be there. However, Mark Zuckerberg and his team has changed their corporate name to Meta. This is due to the change of course that the company plans to make, taking us into a new level of technology that we haven't seen before. Plus, the Shiba Inu coin and the person who turned $5,000 into billions (at least on paper)!
Jeremiah Bates, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.treecityadvisors.com
www.therealmoneypros.com
This Friday, we bring you something new! Every Friday from now on, we will be giving you an overall review of everything that happened during that week. Everything you need to know to stay up to date!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
Our special guest, Clark Reese with Wadsworth Reece CPAs, sits down with Jeremiah and Kent to help give you some ideas on how to be tax efficient going into the New Year. We recommend sitting down with your own CPA to see if there are things you should be doing before 2022 or things that can wait to be done until January. Don't pay any more than you have to!
Clark Reese, CPA
www.wadsworthreese.com
Jeremiah Bates, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
There's a new proposed tax change that would mostly target the ultra-high-net-worth billionaires of the United States. While the amount of people that would be affected is very small, there's something that we commoners and the super rich have in common: We want to keep as much of our money as we can! Jeremiah and Nic highlight the importance of being tax efficient.
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
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